Suniel Peirson

Suniel is a Wealth Planner based in Winnipeg, MB, working closely with portfolio managers and advisors across Canada. He brings a collaborative and client-focused approach to wealth planning, ensuring clients receive personalized, strategic guidance to meet their goals.

Prior to joining Wellington-Altus, Suniel began his career in retail banking, where he developed a strong interest in helping clients better understand their finances. He then transitioned to a portfolio management firm, joining their Wealth Planning team, where he worked closely with senior portfolio and wealth managers to prepare comprehensive financial plans and projections for high-net-worth clients. It was here that Suniel developed a commitment to delivering exceptional work, always with the client’s best interests at the forefront. He also became increasingly interested in the behavioural side of wealth planning—understanding how and why clients make financial decisions—and now incorporates this perspective to help clients stay confident and committed to their long-term goals.

Suniel graduated from the University of Manitoba with a bachelor’s degree in economics and management, which emphasized big-picture thinking and the importance of long-term strategy over short-term results for any financial enterprise. Suniel also holds the Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute.

Outside of work, Suniel likes to stay as active as possible. Whether it’s going to the gym, biking, running, swimming, or trying something completely new, he always makes time to get outside and keep moving.